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Vanguard High Dividend Yield ETF

929 hedge funds and large institutions have $8.97B invested in Vanguard High Dividend Yield ETF in 2020 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 348 increasing their positions, 356 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $46.3M | Put options by funds: $27.7M

36% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 59

5% more capital invested

Capital invested by funds: $8.52B → $8.97B (+$449M)

2% more funds holding in top 10

Funds holding in top 10: 9496 (+2)

1% more funds holding

Funds holding: 919929 (+10)

0.61% more ownership

Funds ownership: 33.34%33.94% (+0.61%)

2% less repeat investments, than reductions

Existing positions increased: 348 | Existing positions reduced: 356

Holders
929
Holders Change
+10
Holders Change %
+1.09%
% of All Funds
18.74%
Holding in Top 10
96
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.13%
% of All Funds
1.94%
New
80
Increased
348
Reduced
356
Closed
59
Calls
$46.3M
Puts
$27.7M
Net Calls
+$18.6M
Net Calls Change
+$8.07M
Name Holding Trade Value Shares
Change
Change in
Stake
CSIA
26
Charles Schwab Investment Advisory
California
$56.7M -$1.47M -17,920 -2%
DADC
27
D.A. Davidson & Co
Montana
$53.6M +$1.37M +16,698 +3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$52.6M +$1.96M +23,904 +4%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$50M +$754K +9,207 +2%
Two Sigma Investments
30
Two Sigma Investments
New York
$49.3M +$42.3M +515,900 +552%
WPW
31
Waldron Private Wealth
Pennsylvania
$47.5M +$354K +4,322 +0.7%
PFM
32
Parsec Financial Management
North Carolina
$47M -$4.11M -50,235 -8%
NFC
33
Northeast Financial Consultants
Connecticut
$46.6M -$3.02M -36,844 -6%
MML Investors Services
34
MML Investors Services
Massachusetts
$43M +$295K +3,606 +0.7%
HWA
35
HCR Wealth Advisors
California
$41.9M +$7.87M +96,085 +23%
MWA
36
Martel Wealth Advisors
Washington
$39.6M +$2.45M +29,972 +7%
CAN
37
Cetera Advisor Networks
California
$36.6M +$97.7K +1,193 +0.3%
M&T Bank
38
M&T Bank
New York
$36.2M -$1.18M -14,448 -3%
JMPWA
39
JP Morgan Private Wealth Advisors
California
$35.8M +$269K +3,285 +0.7%
William Blair & Company
40
William Blair & Company
Illinois
$35.3M -$2.99M -36,536 -8%
ST
41
Smithfield Trust
Pennsylvania
$35.3M -$2.39M -29,223 -6%
HighTower Advisors
42
HighTower Advisors
Illinois
$34.2M +$8.96M +109,443 +35%
JIC
43
Joel Isaacson & Co
New York
$34.1M -$284K -3,466 -0.8%
Deutsche Bank
44
Deutsche Bank
Germany
$31.3M +$1.8M +22,011 +6%
AWM
45
AE Wealth Management
Kansas
$30.7M -$1.49M -18,173 -5%
ECM
46
ETrade Capital Management
Virginia
$30.5M +$188K +2,297 +0.6%
MGIA
47
Moneta Group Investment Advisors
Missouri
$28.4M +$4M +48,855 +16%
PAG
48
Private Advisor Group
New Jersey
$28.1M -$1.6M -19,498 -5%
RIM
49
Rakuten Investment Management
Japan
$27.3M +$1.84M +22,500 +7%
FMLI
50
Fukoku Mutual Life Insurance
Japan
$27.1M

VYM Hedge Fund Activity: Q3 2020 in Review

929 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vanguard High Dividend Yield ETF (VYM) for Q3 2020, worth a combined $8.97B — up 5.3% from $8.52B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new VYM positions and 59 closed out — a net gain of 21 holders — while 348 added to existing stakes and 356 trimmed.

The largest buyer was United Services Automobile Association, adding an estimated $61.7M. The largest seller was Red Cedar Investment Management, exiting entirely with an estimated $15M sold.

  • 929 institutional investors held Vanguard High Dividend Yield ETF (VYM) as of Q3 2020, up from 919 in Q2 2020.
  • Funds reported $8.97B of Vanguard High Dividend Yield ETF stock for Q3 2020, up 5.3% quarter-over-quarter.
  • 80 funds opened new Vanguard High Dividend Yield ETF positions in Q3 2020 and 59 closed out, a net change of +21 holders.
  • The largest Vanguard High Dividend Yield ETF buyer in Q3 2020 was United Services Automobile Association, an estimated $61.7M added.
  • The largest Vanguard High Dividend Yield ETF seller in Q3 2020 was Red Cedar Investment Management, an estimated $15M sold.

Based on aggregated 13F filings for Q3 2020.